Riverfront Investment Group, LLC
Assets Under Management
$1.2B
Number of Clients
977
Number of Advisors
29
Average Client AUM
$1.2M
AUM per Advisor
$40.8M
Compensation
Fee-Only (AUM)
About This Firm
RiverFront Investment Group offers model investment portfolios (Fixed Income, Balanced, Equity) through wrap fee programs, custom portfolio solutions tailored to client guidelines, and sub-advisory services to ETFs. They provide these portfolios on a discretionary or non-discretionary basis through wrap fee programs to Separately Managed Accounts (“SMAs”), Unified Managed Accounts (“UMAs”), and Model Delivery Platforms (“MDPs”).
Fee Structure
RiverFront is compensated by receiving a mutually agreed upon fee that is a percentage of assets under management in a client account. RiverFront’s advisory fees are negotiable and will vary from program to program, but typically do not exceed 0.50% per year on a client’s account assets under management, calculated on a quarterly basis. Specific information on the investment advisory fees payable to RiverFront under a wrap fee program will be provided by the applicable Sponsor Firm.
Areas of Practice
Location
1214 East Cary Street, Richmond, VA, 23219